The Bulletin with UBS

The Bulletin with UBS

Delivering insights into the people, places and products shaping the financial week ahead. Hear from the finest minds and freshest thinkers as they take you beyond the numbers and the hype to get to the heart of the day’s big issues.

Episodes

November 1, 2026 • 15 mins

Paul Donovan, UBS Global Wealth Management chief economist, explains why the inflation expectations of consumers, corporates and investors might not be relevant to those setting the policy course.

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What would a post-midterms shift in the federal government – from unified to divided control – mean in state capitols and foreign capitals alike? UBS Election Watch editor Kurt Reiman joins us to explain.

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October 18, 2026 • 25 mins

What impact could the US midterms have on investors? William Carroll, the head of high-net-worth strategy in the US, and James Jack, the head of the UBS business owner client segment, discuss the latest UBS research.

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The 2026 edition samples 3,100 night-net-worth collectors across 10 key global markets. Author Clare McAndrew, Matthew Newton of UBS and Noah Horowitz of Art Basel discuss the evolving behaviors and motivations of the cohort.

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“Financial parenting” is the process by which each generation prepares the next for financial wellbeing. Marianna Mamou of UBS explains how our relationship with money begins long before we ever manage meaningful assets.

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September 27, 2026 • 19 mins

The 2026 edition analyses residential property prices and real estate trends across 23 major cities, with a spotlight on Zürich. Authors Matthias Holzhey and Maciej Skoczek of UBS discuss the findings.

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As trillions of dollars move between generations, a new cohort is bringing different values and expectations to their investments. How can wealth managers adapt to these shifting priorities?

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September 13, 2026 • 16 mins

Andrew Dubinsky and Leslie Falconio explain why the Fed is making more hawkish comments. Plus: stronger-than-expected jobs data and sticky inflation have raised expectations of two rate hikes this year.

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David Lefkowitz, Frederick Mellors and Kiran Ganesh of UBS discuss the durability of the AI investment cycle, the breadth and resilience of corporate earnings growth, and the path of inflation and monetary policy.

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We conclude our series on some of the thought leaders and innovators that UBS supports through its Global Visionaries programme by catching up with Tom Hall, who heads social impact and philanthropy at UBS.

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UBS Global Visionary Mari Tikkanen leads Scope Impact’s work protecting health against a backdrop of climate change by strengthening systems, building community and improving resilience.

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UBS Global Visionary and Groundwork BioAg co-founder Dan Grotsky talks about operating at the intersection of food security and climate change, and how mycorrhizal fungi can turn agriculture into an engine of climate transformation.

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August 9, 2026 • 17 mins

The authoritative annual seminar and accompanying survey is based upon views gathered from more than 40 central banks. Max Castelli, head of strategy & advice for global sovereign markets, UBS Asset Management, discusses this year’s findings.

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Jim Mann, UBS Global Visionary and founder & CEO of Undo, tells us about his nature-based carbon removal company and explains how it’s building, scaling and future-proofing fixes for the climate crisis.

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July 26, 2026 • 22 mins

We conclude our special edition exploring the blue economy and ways to support ocean resources that are currently overexploited and underpriced. Featuring The Ocean Foundation’s president, Mark Spalding, and Catherina Campedelli of UBS.

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July 19, 2026 • 16 mins

In the first of two special editions exploring the blue economy, we focus on investments aiming to build a thriving system based on sustainable relationships with ocean resources that are currently overexploited and underpriced.

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UBS marked the US semiquincentennial with a series of reports exploring 250 years of uniquely American innovation. This week, we ask: can the system that has supported US progress continue to hold?

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UBS chief economist Paul Donovan marks the publication of the 2026 UBS Global Wealth Report by talking to 2025 Nobel laureate in economic sciences, Joel Mokyr, about global wealth trends and how technological progress shapes growth.

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July 5, 2026 • 17 mins

UBS economists Paul Donovan and James Mazeau discuss the findings of the 17th edition of the annual report, which has become a crucial reference point on the trends shaping wealth across the world.

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To mark a decade of the UBS programme in which Nobel laureates in economic sciences such as Paul Romer (pictured) share insights to help shape the bank’s thinking, we present a retrospective of 10 of our favourite conversations.

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